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Xcel Energy
XEL

Overview Fund Activity

1,021 hedge funds and large institutions have $29.7B invested in Xcel Energy in 2024 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 384 increasing their positions, 339 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,021
Holders Change
+56
Holders Change %
+5.8%
% of All Funds
14.77%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
139
Increased
384
Reduced
339
Closed
73
Calls
$113M
Puts
$51.8M
Net Calls
+$61.6M
Net Calls Change
+$23.9M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$562M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$502M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$358M
4
State Street
State Street
Massachusetts
+$153M
5
BC
Brookfield Corp
Ontario, Canada
+$137M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$231M
2
Millennium Management
Millennium Management
New York
-$212M
3
ZP
Zimmer Partners
New York
-$184M
4
Man Group
Man Group
United Kingdom
-$164M
5
Victory Capital Management
Victory Capital Management
Texas
-$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
876
Avalon Trust
New Mexico
$52.2K – – –
Acadian Asset Management
877
Acadian Asset Management
Massachusetts
$52K -$1.36M -20,957 -96%
FF
878
Friedenthal Financial
New Jersey
$50.2K +$50.2K +769 New
PBK
879
Peoples Bank (Kansas)
Kansas
$49.9K -$50K -766 -50%
ABWM
880
Alpine Bank Wealth Management
Colorado
$48.6K +$48.6K +744 New
PCMC
881
Planning Capital Management Corporation
Pennsylvania
$47.6K -$3.66K -56 -7%
SFCL
882
Strengthening Families & Communities LLC
Massachusetts
$46.7K -$3.4K -52 -7%
ME
883
McIlrath & Eck
Washington
$46K +$457 +7 +1%
SWA
884
SOA Wealth Advisors
New York
$44.1K – – –
CFD
885
Creative Financial Designs
Indiana
$43.8K -$6.66K -102 -13%
WFA
886
West Financial Advisors
Iowa
$43.2K +$43.2K +662 New
AA
887
Addison Advisors
Vermont
$43.2K +$8.36K +128 +24%
LWA
888
Lowe Wealth Advisors
Maryland
$43K – – –
KB
889
Kimelman & Baird
New York
$42.6K – – –
CAS
890
Coppell Advisory Solutions
Texas
$41.8K +$9.94K +154 +31%
PWMG
891
Prestige Wealth Management Group
New Jersey
$41.6K -$527 -8 -1%
BIA
892
Bell Investment Advisors
California
$40.7K -$65 -1 -0.2%
TFGT
893
TS Financial Group (TSFG)
Illinois
$40K – – –
SGC
894
Slocum, Gordon & Co
Rhode Island
$39.2K – – –
MSG
895
Main Street Group
Virginia
$38.5K +$38.5K +589 New
AGWCA
896
Annis Gardner Whiting Capital Advisors
Florida
$38.1K -$68.8K -1,045 -64%
RIL
897
Rothschild Investment LLC
Illinois
$37.9K -$6.86K -105 -15%
TFIPS
898
Towarzystwo Funduszy Inwestycyjnych PZU SA
$37.9K – – –
WTC
899
WhitTier Trust Company
Nevada
$37.9K -$261 -4 -0.7%
PSB
900
Piscataqua Savings Bank
New Hampshire
$37.5K – – –
34 35
36
37 38